Skoda Minotti is one of few firms in the U.S. with advisors that have a CEPA designation; that means our clients will work with an exit planning team uniquely qualified to expertly guide them toward success. The CEPAs and their team will coordinate all of the disciplines required for exit planning, saving our clients time and creating efficiency that comes with bundled services.
Assess Your Exit Plan Readiness: our service comes with a value-added tool to help guide clients through the first steps of the plan: readiness assessment. We will review your report with you to consider all the different paths you need to be considering before transitioning the business. We offer a no-cost assessment to help us get started.